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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our approach goes beyond merely installing software; we initiate your training with fundamental Trade Business Processes that empower you to leverage the system for immediate benefits and oversight. Gradually, we enhance your training and skills, facilitating a transition from Trade Promotion Management (TPM) to Trade Promotion Expenses (TPE) for ongoing improvements. With backgrounds as former CPG executives from both large and small manufacturing firms, we have crafted the most extensive and efficient suite of trade systems and services available. You gain the advantage of viewing all deals and deductions for both direct and indirect customers, providing clarity on your trade budget allocations and the returns on those investments. Furthermore, by integrating consumption data, we enable more profound analyses and strategic trade planning. This comprehensive solution centralizes all trade activities for both internal teams and brokers, featuring user-specific approval levels, contracts and commitments tied to each deal, as well as alerts for critical items needing your attention. In doing so, we ensure that you are not only informed but also actively engaged in optimizing your trade processes for sustained success.

Description

Theorem is an all-in-one solution for post-trade processing and data management that enables users to access aggregated reporting, manage trade workflows, and perform matching and affirmation, all through a user-friendly online portal that eliminates the need for local installations or technician assistance. With Theorem, you can seamlessly integrate data from brokers, exchanges, trading platforms, or your own internal systems, tailoring the management process to meet your unique requirements. The platform's lightweight setup allows you to either utilize the full suite of features or selectively choose the tools you need at any given moment. Immediately upon the execution of a trade, Theorem guarantees precise post-trade processing by efficiently allocating trades and conducting matching with executing and clearing counterparties. Additionally, Theorem synchronizes data, analytics, and insights from various brokers, accounts, and portfolios, empowering you with actionable intelligence while equipping stakeholders with sophisticated analytics and clear, comprehensible risk reports. By streamlining these processes, Theorem enhances decision-making capabilities across organizations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

RASI

Integrations

RASI

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$500.00/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Adesso Solutions

Country

United States

Website

adessosolutions.com/tpm-solutions/

Vendor Details

Company Name

Theorem Technologies

Founded

2018

Country

United States

Website

www.theorem.io

Product Features

Logistics

3PL
Barcoding / RFID
CRM
Container Tracking
Cross Docking
Fleet Management
Inventory Management
Order Management
Purchasing
Scheduling
Shipping Management
Transportation Management

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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